Equity Research Analyst

Position: Senior Equity Analyst and Senior Mutual Fund/Bond Analyst

Position Overview:

We are seeking an accomplished Senior Equity/Mutual Fund Analyst to join our team. This role will be integral to building and managing the stock, mutual fund and bond portfolios for our family office. The role requires sector tracking and stock identification to enable portfolio decisions. The role also involves mentoring junior analysts and partnering closely with our Fund Manager, Research Committee, and Advisory team.

If you are passionate about deep-dive research, connecting macro trends to stock performance, and influencing investment outcomes, this opportunity will allow you to make a direct and lasting impact.

Key Responsibilities

Required Qualifications

• Education & Experience: Graduate or Post-graduate degree in Finance/Economics/Commerce OR a CFA charter holder
• At least 5 years of experience in equity research and issuing stock calls
• Skills & CompetenciesAbility to synthesize large amounts of data into actionable insights.
• Proficiency in using spreadsheets such as Excel or Google Sheets and familiarity with databases such as Ace Equity, Capitaline, etc.
• Ability to work collaboratively in a fast-paced, entrepreneurial environment.
• We offer career advancement opportunities within the organization